Describe the capabilities of Copilot in Customer Insights - Data
As mentioned previously, the primary purpose of Customer Insights – data is to provide customers with personalized experiences. We want to make sure that any product recommendations, suggestions, etc. are based on who the customer is and their activities. Understanding your customers’ profiles and preferences is essential to driving these personalized experiences.
Customer Insights – Data uses generative AI capabilities to let you ask questions in natural language to quickly generate insights about your customers. This enables end users such as marketers, sellers, and service agents to get insights to better understand and serve customers easily without the support of IT teams or other tools. For example, let’s say that you’d like to run a campaign targeted at improving customer loyalty. You can ask Copilot “How many customers aren't members of the loyalty program but have spent over $1,000 in the last six months?” You can then use this information to create a targeted segment and run an email campaign to boost loyalty program membership.
Another way that Copilot in Dynamics 365 Customer Insights - Data can help you achieve your goals, is by answering questions about the application and its features. Think of it as on the fly end user training. Users can ask questions in natural language about capabilities and Copilot will provide answers. Copilot will use official product documentation, troubleshooting guides, and blogs from the Microsoft team to provide answers.